James Luke Patterson

Avidian Wealth Solutions

21 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningInsurance PlanningHigh Net Worth

Avidian Wealth Solutions

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

38 advisors

Number of Clients

1,873 clients

Average Client Portfolio

$2.1M average

Assets Under Management

$4.0B

Fee Structure

Minimum Investment:$1M

Location

800 Town & Country Blvd, Ste 410 and Ste 220, Houston, TX, 77024

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History

Regulatory History (1)

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Regulatory

December 2005

Final

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Other Business Activities

James appears weekly on the talk show "StreetTalk Live" on KSEV 700AM, providing general market commentary. The show is broadcast from the StreetTalk Advisors offices.

Employment History

Current Registrations

Avidian Wealth Solutions

June 2011 - Present · 14 yrs 8 mos

Previous Registrations

Stanford Group CompanyBroker

November 2002 - March 2004 · 1 yr 4 mos

Stanford Group Company

November 2002 - March 2004 · 1 yr 4 mos

Morgan Keegan & Company, INC.Broker

January 2000 - November 2002 · 2 yrs 10 mos

Morgan Keegan & Company, INC.

January 2000 - November 2002 · 2 yrs 10 mos

Painewebber IncorporatedBroker

September 1999 - October 1999 · 1 mo

Dean Witter Reynolds INC.Broker

June 1998 - October 1999 · 1 yr 4 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

November 1996 - June 1998 · 1 yr 7 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.